Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for amounts over $10 million.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For assets up to $1 million, the fee is 1.00%. The minimum account size for investment supervisory services is $100,000, and $250,000 for the Broadleaf Growth Equity Portfolio, but this may be negotiable. Comprehensive financial planning services are provided for a one-time fixed fee. Consulting services fees are based on an hourly rate or an agreed-upon total amount for a specified project.
Areas of Practice
Advisor Information
Office location
Peninsula, OH
Get directionsRegulatory History
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